Filed May 4, 2022 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,147 | $87,834-57.7% | $133,975-72.3% | $62,881-40.9% |
| Participation rate | 88.5% | 83.4%+5.1pp | 87.1%+1.5pp | 69.3%+19.2pp |
| Annual return | 6.10% | 12.05%-6.0pp | 29.29%-23.2pp | 20.14%-14.0pp |
| Employer contribution / active EE | $4,130 | $3,482+18.6% | $5,211-20.7% | $2,281+81.1% |
| Participant deferral / active EE | $1,461 | $4,812-69.6% | $6,282-76.7% | $3,203-54.4% |
| Admin fee / account holder | $2,915 | $5,372-45.8% | $9,324-68.7% | $4,296-32.2% |